Launch Microsoft Teams Communication from an Application
With Microsoft Teams communication, you can start a chat or a call in Microsoft Teams directly from the Intrexx Portal with just one click of a button.
All you need is Microsoft Teams, the appropriate license, and a button configured for Microsoft Teams communication in any application. You can find out how to create a button here.
Open the button's Properties dialog box and switch to the "Actions" tab. Select the "Microsoft Teams Communication" action type. You will then find the settings described below.
Options
"Chat" type
The "Chat" type allows you to start a chat in Microsoft Teams.
Topic
Clicking "Edit Topic" at
opens a dialog box.
Group Chat Topic
In chats with more than two participants, the "From Input Field" setting allows you to select a field into which the topic can then be entered in the browser. The topic is determined at runtime, before the chat begins, and is displayed as the title of the group chat in Microsoft Teams. In chats with two participants, or when the "No Topic" setting is selected in the conversation, the participants' names are displayed as the title in Microsoft Teams. Click "OK" to save the settings and close the dialog box.
User Schema Field for Microsoft 365 User Principal Name
Select the Microsoft 365 User Principal Name here. This is usually the user's email address.
This field is required for mapping Intrexx users to Microsoft users. That is why the email address used to sign in to Microsoft services should be entered here.
If you are not using the Intrexx user's work email address for this, you should select a different field here that contains the correct information.
"Call" Type
The "Call" type can be used to initiate a call in Microsoft Teams. In addition, you can select the "Video Call" setting, which will start the call with video.
Participants
Static Participant List
Here, you can statically enter the email addresses of participants in a chat or call. To do this, use the exact same email addresses that are listed at Entra ID (formerly Azure AD). If there are multiple participants, they must be separated by commas, or alternatively, one email address per line must be entered.
Dynamic Participant List
The dynamic participant list is compiled from the data in a data group. To do this, you must select a published application, the data set, and the data field in which the participants' email addresses are stored.
By clicking "Filter" at
, you can define a filter that limits the selection of email addresses.
Participants from the data field
This setting can be selected when the button is placed on a record's page. The data field that can be selected here must contain the email addresses of all participants. You can use the "Type" setting to specify the format in which email addresses are stored.
System value
For participants from "System Value," email addresses are determined using a session variable or a request value.
Use Cases
You can use the "Microsoft Teams Communication" button action, for example, to provide direct access to Teams chat from within a contacts app or to initiate a Teams call with a user.
Another possibility, for example, is a chat or call feature with project members, an editorial team, or a product team, where the user group comes from Intrexx and can also be defined there.
For example, it's also possible to contact the person in charge of a specific topic immediately via Teams.
More Information
Process Action - Create Team/Channel
Process Action - Teams Message Action
Process Action - Create a Teams Meeting
Process Action - Create an MS365 Group


